Position in SHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,285,217
+$745,472 QoQ
Shares Held
18,254
+5.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#438
of 1,733 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026STRATEGIC PLANNING GROUP, LLC holds $19,432,042 across 2 Specialty Chemicals names. SHW ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
25,334 | $13,146,825 | |
| 2 | SHW |
Sherwin Williams Co
This page
|
18,254 | $6,285,217 |
All Filings in SHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,285,217 | 18,254 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,539,745 | 17,282 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||